WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 286 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,463 | -6.3% | 4,740 | -3.1% | 0.01% | -17.6% |
| Q2 2023 | $311,131 | +2.3% | 4,892 | -0.5% | 0.02% | -15.0% |
| Q1 2023 | $304,227 | -28.5% | 4,918 | -28.4% | 0.02% | -39.4% |
| Q4 2022 | $425,225 | -9.3% | 6,864 | -19.2% | 0.03% | +17.9% |
| Q3 2022 | $469,000 | +57.4% | 8,496 | +68.8% | 0.03% | +12.0% |
| Q2 2022 | $298,000 | -10.0% | 5,034 | 0.0% | 0.02% | -24.2% |
| Q1 2022 | $331,000 | -2.9% | 5,034 | -2.4% | 0.03% | -53.5% |
| Q4 2021 | $341,000 | – | 5,160 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IAG Wealth Partners, LLC | 382,803 | $23,538,577 | 6.56% |
| FIDELIS iM, LLC | 166,596 | $10,244 | 6.00% |
| WADE G W & INC | 2,083,938 | $128,141 | 4.77% |
| Hibernia Wealth Partners, LLC | 90,941 | $5,591,969 | 4.33% |
| Traverso Chambers Private Wealth Management, LLC | 249,510 | $15,342,394 | 4.10% |
| Advisors Preferred, LLC | 197,292 | $12,040,731 | 3.91% |
| Revolve Wealth Partners, LLC | 225,469 | $13,864,060 | 3.19% |
| H&H Retirement Design & Management INC | 72,720 | $4,478,114 | 3.10% |
| Meridian Financial Partners LLC | 41,403 | $2,533 | 2.59% |
| Strategic Family Wealth Counselors, L.L.C. | 84,723 | $5,209,634 | 2.50% |